Launch Checklist: Before You Invite Customers

Use this final review to avoid sending customers to an unfinished program.

Step-by-step instructions

  1. Confirm that your business name, logo, colors and customer-facing page look correct.
  2. Check that the loyalty methods you plan to use are enabled in Settings → Loyalty.
  3. Create and activate at least one promotion in Promotions.
  4. Open the customer link on a phone and confirm that a customer can join and view their QR.
  5. Test a customer scan or manual code entry with the staff member who will operate checkout.
  6. Generate the printable flyer or program QR in Marketing and place it where customers will see it.
Good to know

Test before printing a large batch. A stale URL on 500 flyers is an expensive way to discover a typo.